DFX Intelligence

A••• B•••••• F••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner19 years in industry

A••• B•••••• F••••••

Advisor at E••••••••

MIDVALE, UT

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Search this name across graphsid dfx:ria:0270d187-0ad7-7add-21ae-1f33f27d825c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Jun 24, 2016 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: E••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 5, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E••••••••	Independent wealth	Jun 26, 2025	n/a	yes	MIDVALE, UT	Current employment
B•••••••• F•••••••• P••••••• L••	n/a	Oct 3, 2024	Jun 5, 2025	no	WEST B••••••••, UT	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•••••••• F•••••••• P••••••• L••	E••••••••	Jun 5, 2025	Jun 26, 2025	21	Firm change	Other
C•••••• S••••• • C••• I•••	B•••••••• F•••••••• P••••••• L••	Jan 10, 2024	Oct 3, 2024

Relationships

Registered with (6)

→ E••••••••Registered adviserregistration: current employment
Jun 26, 2025 to presentfactForm ADV
→ B•••••••• F•••••••• P••••••• L••Registered adviserregistration: previous registration
Oct 3, 2024 to Jun 5, 2025factForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
Mar 2, 2022 to Jan 10, 2024factForm ADV
→ T• A••••••••• I••••••••• M••••••••• L••Registered adviser

Dated events

Occurred
Jun 5, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jan 10, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0270d187-0ad7-7add-21ae-1f33f27d825c
First observed: Jun 24, 2016
Last observed: Sep 14, 2026 9 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.